All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VOO,TIBIX,VFIAX,VYM,VTV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2010-09-09💬 to Mon 2026-06-22 YTD
Return
1 Year
Return
VOO
×
+5.87%
2026-06-22
+21.58%
2026-06-22
Vanguard S&P 500 ETF Exchange-Traded Fund
TIBIX
×
+13.37%
2026-06-22
+31.77%
2026-06-22
Thornburg Investment Income Builder Fund - Class I Mutual Fund
VFIAX
×
+5.89%
2026-06-22
+21.50%
2026-06-22
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VYM
×
+7.75%
2026-06-22
+20.12%
2026-06-22
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VTV
×
+11.04%
2026-06-22
+23.57%
2026-06-22
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2010-09-09💬 to Mon 2026-06-22 Overall
Return
Exponential
Trendline
VOO
×
+485.91%
+11.85%/yr
+10.77%/yr
(R2=0.970)
Vanguard S&P 500 ETF Exchange-Traded Fund
TIBIX
×
+219.46%
+7.64%/yr
+5.17%/yr
(R2=0.854)
Thornburg Investment Income Builder Fund - Class I Mutual Fund
VFIAX
×
+484.85%
+11.84%/yr
+10.75%/yr
(R2=0.970)
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VYM
×
+340.14%
+9.84%/yr
+8.28%/yr
(R2=0.946)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VTV
×
+342.06%
+9.87%/yr
+8.56%/yr
(R2=0.951)
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2010-09-09💬 to Mon 2026-06-22 Start
Value
End
Value
VOO
×
$10,000.00
2010-09-09
$58,591.12
2026-06-22
Vanguard S&P 500 ETF Exchange-Traded Fund
TIBIX
×
$10,000.00
2010-09-09
$31,946.48
2026-06-22
Thornburg Investment Income Builder Fund - Class I Mutual Fund
VFIAX
×
$10,000.00
2010-09-09
$58,485.18
2026-06-22
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VYM
×
$10,000.00
2010-09-09
$44,014.12
2026-06-22
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VTV
×
$10,000.00
2010-09-09
$44,206.12
2026-06-22
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year VOO TIBIX VFIAX VYM VTV
2026 (YTD) +5.87% +13.37% +5.89% +7.75% +11.04%
2025 +14.75% +33.44% +14.76% +12.42% +12.27%
2024 +21.47% +10.30% +21.47% +14.30% +12.71%
2023 +22.23% +14.45% +22.15% +3.14% +5.77%
2022 −23.14% −13.30% −23.13% −6.49% −8.03%
2021 +20.33% +12.44% +20.20% +17.90% +18.22%
2020 +16.73% −1.65% +16.73% −0.21% +0.96%
2019 +28.43% +15.37% +28.52% +21.29% +22.85%
2018 −6.29% −5.92% −6.24% −7.68% −7.24%
2017 +19.25% +12.85% +19.26% +14.01% +14.72%
2016 +9.89% +7.62% +9.67% +14.66% +14.73%
2015 +0.59% −5.76% +0.61% −0.45% −1.70%
2014 +12.71% +4.65% +12.80% +12.69% +12.32%
2013 +30.43% +15.11% +30.37% +28.15% +31.12%
2012 +14.02% +9.95% +13.99% +10.77% +13.22%
2011 −1.04% −2.17% −0.87% +7.36% −1.80%
2010 +14.35% +12.20% +13.35% +12.54% +12.85%
2009 +39.88% +23.30% +14.08% +16.70%
2008 −31.91% −37.03% −31.98% −35.94%
2007 +15.05% +1.33% −2.62% −4.04%
2006 +23.16% +12.91% +2.75% +19.37%
2005 +7.90% +1.39% +3.66%
2004 +14.39% +8.10% +10.78%
2003 +6.18% +26.71%
2002 −23.93%
2001 −13.32%
2000 −2.09%

Drawdowns

Thu 2010-09-09💬 to Mon 2026-06-22 Current
Drawdown
Worst
Drawdown
VOO
×
−1.96%
from 2026-06-02 peak
−33.95%
2020-03-23
from 2020-02-19 peak
Vanguard S&P 500 ETF Exchange-Traded Fund
TIBIX
×
−0.59%
from 2026-06-02 peak
−34.98%
2020-03-23
from 2020-01-17 peak
Thornburg Investment Income Builder Fund - Class I Mutual Fund
VFIAX
×
−1.94%
from 2026-06-02 peak
−33.78%
2020-03-23
from 2020-02-19 peak
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VYM
×
−1.33%
from 2026-06-02 peak
−35.39%
2020-03-23
from 2020-01-17 peak
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VTV
×
−36.94%
2020-03-23
from 2020-01-17 peak
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-22 1
Year
2
Years
3
Years
5
Years
10
Years
VOO
×
+21.58% +31.13%
+14.51%/yr
+60.99%
+17.20%/yr
+52.33%
+8.78%/yr
+203.01%
+11.72%/yr
Vanguard S&P 500 ETF Exchange-Traded Fund
TIBIX
×
+31.77% +57.53%
+25.51%/yr
+81.73%
+22.03%/yr
+72.93%
+11.58%/yr
+139.35%
+9.12%/yr
Thornburg Investment Income Builder Fund - Class I Mutual Fund
VFIAX
×
+21.50% +31.06%
+14.48%/yr
+60.95%
+17.19%/yr
+52.25%
+8.77%/yr
+202.55%
+11.71%/yr
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VYM
×
+20.12% +31.27%
+14.57%/yr
+49.51%
+14.35%/yr
+42.25%
+7.30%/yr
+118.31%
+8.12%/yr
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VTV
×
+23.57% +32.00%
+14.89%/yr
+51.37%
+14.82%/yr
+45.00%
+7.72%/yr
+137.94%
+9.06%/yr
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund